If you choose to make a planned gift through a charitable giving instrument like a charitable remainder trust or charitable gift annuity, our donor services staff will sit down with you to draft a fund agreement so we have your charitable wishes and goals on record. Then, when the planned gift is transacted, we will create the fund using those assets exactly as you wished.

While charitable gift annuities get immediately invested in the community foundation’s main investment pool, charitable remainder trusts and similar planned gifts are managed through a third-party institutional trustee that is acceptable to both the donor and the community foundation.